Assets and Lazy Portfolios Short Term Returns

Last Update - Mar 25 2025 Eastern Time

In the following table, you can retrieve the most recent returns of the main Asset Classes (ETFs dividends included, when applicable).

Update time is Eastern Time (ET - America/New York).

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 Monthly Return (%)
Return (%) as of Feb 25
Ticker Asset Class Mar 25 Time(ET) 1M 3M 6M
FLLA
Latin America 7.76 Mar 25 -0.92 2.25 -8.50
GLD
Gold 5.77 Mar 25 1.82 7.20 13.83
VPL
Pacific 3.35 Mar 25 0.58 -1.39 -3.85
EEM
Emerging Markets 3.33 Mar 25 1.15 1.57 1.31
VGK
Europe 3.21 Mar 25 4.00 7.57 0.33
EFA
EAFE Stocks 3.10 Mar 25 2.95 4.71 -0.35
DBC
Commodities 1.05 Mar 25 0.14 4.67 4.81
BIL
US Cash 0.26 Mar 25 0.32 1.08 2.29
CWB
US Convertible Bonds -0.17 Mar 25 -1.29 -2.70 7.66
TIP
US TIPS -0.31 Mar 25 2.16 1.78 1.90
HYG
US High Yield Bonds -0.43 Mar 25 0.97 1.55 4.46
BND
US Total Bond Market -0.48 Mar 25 2.16 1.04 0.92
EMB
Emerg. Market Bonds -0.69 Mar 25 2.13 1.55 2.91
VT
World All Countries -0.71 Mar 25 -0.41 -0.38 3.71
LQD
US Invest. Grade Bonds -0.73 Mar 25 2.37 0.21 0.70
PFF
US Preferred Stocks -1.13 Mar 25 0.68 -1.77 1.54
BNDX
International Bonds -1.59 Mar 25 0.88 0.35 2.55
TLT
US Long Term Treasuries -2.58 Mar 25 5.70 -0.56 -2.20
QQQ
US Technology -2.75 Mar 25 -2.70 -0.15 7.02
SPY
US Large Cap -2.86 Mar 25 -1.27 -1.06 6.09
VTI
US Total Stock Market -2.89 Mar 25 -1.89 -1.99 5.90
IJR
US Small Cap -3.67 Mar 25 -5.61 -10.83 -2.72
VNQ
US REITs -4.46 Mar 25 3.70 -3.41 0.50
Legend: Stocks Fixed Income Commodities
Lazy Portfolios are not meant to be monitored frequently or valued for short-term returns.
Returns (in US Dollars) are calculated on the hypothesis of:
  • a yearly rebalancing of the portfolios (at the beginning of the year)
  • the reinvestment of dividends
Live Returns (as of Mar 25) are calculated on the hypothesis of a newly built portfolio, with the expected asset allocation.

Once consolidated, the actual returns could differ, because they are calculated on the current asset weights in the portofolio.

For each portfolio, the update time of the least updated asset is indicated. Update time is Eastern Time (ET - America/New York). Portfolios with symbol contain asset with missing data, so their returns are partial.
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 Monthly Return (%)
Return (%) as of Feb 25
Portfolio Author Mar 25 Time(ET) 1M 3M 6M
Gold 5.77 Mar 25 1.82 7.20 13.83
Emerging Markets Stocks 3.33 Mar 25 1.15 1.57 1.31
European Stocks 3.21 Mar 25 4.00 7.57 0.33
Developed World ex-US Stocks 3.08 Mar 25 2.26 3.05 -0.79
Developed World ex-US Stocks Momentum 2.55 Mar 25 2.12 3.57 1.00
Developed World ex-US 80/20 2.15 Mar 25 2.00 2.53 -0.16
Developed World ex-US 60/40 1.21 Mar 25 1.72 1.99 0.49
Developed World ex-US 60/40 Momentum 0.89 Mar 25 1.64 2.26 1.46
Simplified Permanent Portfolio 2x Leveraged The Lazy Team 0.89 Mar 25 2.33 2.30 7.47
Gold Pivot Ptf Aim Ways 0.89 Mar 25 0.77 2.77 7.58
Paul Boyer Portfolio Paul Boyer 0.80 Mar 25 1.49 0.89 3.47
Simplified Permanent Portfolio The Lazy Team 0.50 Mar 25 1.37 1.84 5.24
Simple Money Portfolio Tim Maurer 0.48 Mar 25 0.56 -0.38 0.88
Aim comfortable trip Aim Ways 0.35 Mar 25 0.62 1.18 4.42
Ultimate Buy and Hold Strategy Paul Merriman 0.30 Mar 25 0.22 -1.57 0.59
Developed World ex-US 40/60 0.28 Mar 25 1.45 1.45 1.15
US Cash 0.26 Mar 25 0.32 1.08 2.29
Marc Faber Portfolio Marc Faber 0.22 Mar 25 1.95 1.42 4.83
Ultimate Buy&Hold FundAdvice 0.17 Mar 25 0.78 -0.37 0.93
Robo Advisor 0 Betterment 0.17 Mar 25 0.78 1.37 1.78
Short Term Treasury 0.16 Mar 25 0.74 1.37 1.82
Permanent Portfolio Harry Browne 0.14 Mar 25 1.47 1.56 5.36
Andrew Tobias Portfolio Andrew Tobias 0.12 Mar 25 0.61 1.30 2.68
Developed World ex-US 40/60 Momentum 0.07 Mar 25 1.39 1.61 1.76
Permanent Portfolio with Bitcoin Harry Browne 0.06 Mar 25, 10:57PM 1.06 1.15 6.41
Robo Advisor 10 Value Tilt Betterment 0.01 Mar 25 0.85 1.14 1.91
Larry Portfolio Larry Swedroe -0.02 Mar 25 0.58 -0.49 0.31
Gone Fishin' Portfolio Alexander Green -0.03 Mar 25 0.18 -0.77 1.70
Sheltered Sam 0/100 Bill Bernstein -0.03 Mar 25 1.31 1.55 1.86
Margaritaville Scott Burns -0.06 Mar 25 0.75 0.79 2.94
Eliminate Fat Tails Larry Swedroe -0.07 Mar 25 0.19 -0.54 1.27
Gretchen Tai Portfolio Gretchen Tai -0.08 Mar 25 0.87 0.28 2.04
Pinwheel Tyler -0.09 Mar 25 0.77 -0.01 2.78
Shield Strategy Aim Ways -0.12 Mar 25 0.61 1.52 5.92
Perfect Portfolio Ben Stein -0.13 Mar 25 0.33 0.09 3.15
Robo Advisor 20 Value Tilt Betterment -0.15 Mar 25 0.91 0.90 2.03
Sheltered Sam 10/90 Bill Bernstein -0.16 Mar 25 1.16 1.13 1.93
Dimensional Retirement Income Fund DFA -0.17 Mar 25 0.96 1.04 2.25
Weird Portfolio Value Stock Geek -0.18 Mar 25 1.26 -1.34 1.80
Sandwich Portfolio Bob Clyatt -0.26 Mar 25 0.39 -0.44 1.51
Robo Advisor 100 Value Tilt Betterment -0.27 Mar 25 0.07 -0.42 2.82
Sheltered Sam 20/80 Bill Bernstein -0.28 Mar 25 1.00 0.73 2.00
Desert Portfolio Gyroscopic Investing -0.29 Mar 25 0.63 0.86 3.87
Robo Advisor 90 Value Tilt Betterment -0.30 Mar 25 0.07 -0.67 2.60
Ulcer Free Strategy Aim Ways -0.30 Mar 25 0.81 0.89 4.63
US Inflation Protection -0.31 Mar 25 2.16 1.78 1.90
Aggressive Global Income The Lazy Team -0.31 Mar 25 1.01 -1.41 2.32
Ideal Index Frank Armstrong -0.31 Mar 25 0.28 -1.02 1.11
7Twelve Portfolio Craig Israelsen -0.33 Mar 25 0.11 -0.04 2.32
Robo Advisor 80 Value Tilt Betterment -0.34 Mar 25 0.27 -0.48 2.51
Margherita Portfolio Davide Pisicchio -0.34 Mar 25 0.50 0.63 4.28
Desert Portfolio with Bitcoin Gyroscopic Investing -0.37 Mar 25, 10:57PM 0.22 0.43 4.91
Sheltered Sam 30/70 Bill Bernstein -0.41 Mar 25 0.85 0.34 2.07
Four Square Scott Burns -0.42 Mar 25 0.80 0.68 2.80
10-year Treasury -0.44 Mar 25 2.80 1.10 0.03
Total Bond US -0.48 Mar 25 2.16 1.04 0.92
Six Ways from Sunday Scott Burns -0.48 Mar 25 1.79 -0.79 2.19
Robo Advisor 50 Value Tilt Betterment -0.49 Mar 25 0.92 0.30 2.39
Conservative Income Charles Schwab -0.51 Mar 25 1.63 0.95 1.76
Edge Select Conservative Merrill Lynch -0.52 Mar 25 0.96 0.51 2.16
GAA Global Asset Allocation Mebane Faber -0.53 Mar 25 1.67 0.87 2.60
Sheltered Sam 40/60 Bill Bernstein -0.54 Mar 25 0.70 -0.04 2.15
LifeStrategy Growth Fund Vanguard -0.56 Mar 25 0.11 0.06 3.43
PISI Portfolio Davide Pisicchio -0.58 Mar 25 1.23 0.67 3.53
Big Rocks Portfolio Larry Swedroe -0.59 Mar 25 -0.11 -1.41 1.44
Four Funds Bogleheads -0.59 Mar 25 0.10 0.09 3.56
Three Funds Bogleheads -0.61 Mar 25 0.10 0.01 3.47
LifeStrategy Moderate Growth Vanguard -0.62 Mar 25 0.52 0.23 2.95
Mid-Twenties Burton Malkiel -0.62 Mar 25 0.65 0.15 3.09
Four Seasons Portfolio Davide Pisicchio -0.63 Mar 25 0.14 0.29 4.79
Family Taxable Portfolio Ted Aronson -0.64 Mar 25 -0.11 -1.86 0.82
Lifepath Fund iShares -0.65 Mar 25 1.02 0.32 2.17
Developed World ex-US 20/80 -0.66 Mar 25 1.17 0.91 1.84
Sheltered Sam 50/50 Bill Bernstein -0.67 Mar 25 0.55 -0.40 2.22
LifeStrategy Conservative Growth Vanguard -0.68 Mar 25 0.93 0.42 2.46
Golden Butterfly Tyler -0.69 Mar 25 0.19 -0.84 3.90
Long Term Portfolio Ben Stein -0.70 Mar 25 0.04 -0.73 2.37
Ivy Portfolio Mebane Faber -0.70 Mar 25 0.90 0.60 2.73
All Country World Stocks -0.71 Mar 25 -0.41 -0.38 3.71
Edge Select Moderate Merrill Lynch -0.71 Mar 25 0.52 0.17 2.96
Edge Select Moderately Conservative Merrill Lynch -0.73 Mar 25 0.90 0.44 2.66
Edge Select Moderately Aggressive Merrill Lynch -0.74 Mar 25 0.16 0.10 3.53
LifeStrategy Income Fund Vanguard -0.75 Mar 25 1.35 0.62 1.95
Seven Value Scott Burns -0.75 Mar 25 1.64 -0.91 2.49
Late Thirties to Early Forties Burton Malkiel -0.75 Mar 25 0.71 0.12 3.09
Cockroach Portfolio Tony Dong -0.75 Mar 25 2.56 1.25 3.48
All Country World 80/20 -0.75 Mar 25 0.00 -0.16 3.35
Edge Select Aggressive Merrill Lynch -0.77 Mar 25 -0.24 -0.17 3.79
Golden Butterfly with Bitcoin Tyler -0.78 Mar 25, 10:57PM -0.22 -1.23 4.93
All Country World 60/40 -0.79 Mar 25 0.42 0.07 2.99
Sheltered Sam 60/40 Bill Bernstein -0.80 Mar 25 0.41 -0.75 2.29
Five Asset Roger Gibson -0.80 Mar 25 1.15 0.46 2.67
No Brainer Portfolio Bill Bernstein -0.82 Mar 25 -1.07 -2.08 1.59
All Country World 40/60 -0.82 Mar 25 0.85 0.32 2.60
Second Grader's Starter Paul Farrell -0.85 Mar 25 -0.30 -0.28 3.96
All Country World 20/80 -0.86 Mar 25 1.28 0.59 2.21
High Yield Bonds Income The Lazy Team -0.87 Mar 25 1.89 0.98 2.82
All Country World Bonds -0.90 Mar 25 1.71 0.88 1.79
Dedalo Eleven Dedalo Invest -0.90 Mar 25 -0.24 -0.43 3.54
Coward's Portfolio Bill Bernstein -0.90 Mar 25 -0.19 -1.27 1.84
In Saecula Saeculorum Fulvio Marchese -0.90 Mar 25 0.31 0.16 4.59
Sheltered Sam 70/30 Bill Bernstein -0.93 Mar 25 0.26 -1.10 2.36
Stocks/Bonds 20/80 -0.96 Mar 25 1.33 0.38 2.09
Global Market Portfolio Credit Suisse -0.97 Mar 25 1.85 0.24 1.87
Mid-Fifties Burton Malkiel -0.97 Mar 25 0.93 0.04 2.93
Simple and Cheap Time Money Inc -1.00 Mar 25 0.94 -0.08 2.59
Dynamic 40/60 Income The Lazy Team -1.00 Mar 25 0.52 0.08 3.41
Nano Portfolio John Wasik -1.01 Mar 25 1.81 0.37 1.94
Stocks/Bonds 20/80 Momentum -1.01 Mar 25 1.64 0.96 3.22
Robust Alpha Architect -1.02 Mar 25 0.57 0.32 4.60
Sheltered Sam 80/20 Bill Bernstein -1.06 Mar 25 0.11 -1.43 2.44
Rob Arnott Portfolio Rob Arnott -1.07 Mar 25 1.87 0.53 1.94
Golden Butterfly 2x Leveraged Tyler -1.08 Mar 25 -0.27 -2.62 4.20
Core Four Rick Ferri -1.10 Mar 25 0.31 -0.37 3.37
Jane Bryant Quinn Portfolio Jane Bryant Quinn -1.11 Mar 25 0.71 -0.16 2.90
Odd-Stats Strategy Aim Ways -1.15 Mar 25 1.15 0.77 4.46
Lazy Portfolio David Swensen -1.17 Mar 25 1.11 -0.34 2.59
Yale Endowment David Swensen -1.18 Mar 25 1.14 -0.30 2.45
Sheltered Sam 90/10 Bill Bernstein -1.19 Mar 25 -0.03 -1.75 2.51
Capricciosa Portfolio Davide Pisicchio -1.19 Mar 25 -0.25 -0.37 4.59
Five Fold Scott Burns -1.23 Mar 25 1.38 -0.14 2.35
Desert Portfolio 2x Leveraged Gyroscopic Investing -1.25 Mar 25 2.31 0.37 4.14
Late Sixties and Beyond Burton Malkiel -1.28 Mar 25 1.12 -0.09 2.80
Sheltered Sam 100/0 Bill Bernstein -1.32 Mar 25 -0.18 -2.06 2.59
Tilt Toward Value Time Money Inc -1.32 Mar 25 0.70 -0.74 2.39
Stocks/Bonds 40/60 with Bitcoin -1.38 Mar 25, 10:57PM 0.13 -0.51 4.40
All Weather Portfolio Ray Dalio -1.39 Mar 25 2.08 0.43 2.94
All Weather Portfolio with Bitcoin Ray Dalio -1.43 Mar 25, 10:57PM 1.68 0.07 4.13
Stocks/Bonds 40/60 -1.44 Mar 25 0.52 -0.25 3.16
US Stocks Minimum Volatility -1.48 Mar 25 2.85 0.48 4.50
Stocks/Bonds 40/60 Momentum -1.54 Mar 25 1.14 0.95 5.39
Total Bond Developed World ex-US -1.59 Mar 25 0.88 0.35 2.55
Couch Potato Scott Burns -1.60 Mar 25 0.12 -0.18 4.16
Coffeehouse Bill Schultheis -1.60 Mar 25 0.26 -2.16 1.19
Stocks/Bonds 40/60 ESG -1.64 Mar 25 0.23 -0.24 3.23
Pepperoni Portfolio Davide Pisicchio -1.72 Mar 25 -0.73 -0.74 4.57
Dynamic 60/40 Income The Lazy Team -1.75 Mar 25 0.83 -0.89 2.94
Stocks/Bonds 60/40 with Bitcoin -1.86 Mar 25, 10:57PM -0.67 -1.10 5.33
One-Decision Portfolio Marvin Appel -1.92 Mar 25 0.51 -1.63 2.12
Stocks/Bonds 60/40 -1.93 Mar 25 -0.29 -0.85 4.15
Stocks/Bonds 60/40 Momentum -2.07 Mar 25 0.64 1.00 7.45
Ark Tech Portfolio Cathie Wood -2.07 Mar 25 -10.48 -2.96 22.84
Dedalo Four Dedalo Invest -2.09 Mar 25 -0.98 -1.18 4.76
Stocks/Bonds 60/40 ESG -2.19 Mar 25 -0.68 -0.77 4.28
Dedalo Three Dedalo Invest -2.24 Mar 25 -1.45 -1.51 5.28
US Stocks Equal Weight -2.26 Mar 25 -0.58 -3.63 3.22
Simple Path to Wealth JL Collins -2.29 Mar 25 -0.90 -1.29 4.84
US Stocks Value -2.37 Mar 25 0.15 -3.98 1.79
Stocks/Bonds 80/20 -2.41 Mar 25 -1.10 -1.43 5.06
Diavola Portfolio Davide Pisicchio -2.56 Mar 25 -1.77 -1.22 5.79
Warren Buffett Portfolio Warren Buffett -2.57 Mar 25 -1.25 -0.81 6.05
Stocks/Bonds 80/20 Momentum -2.60 Mar 25 0.16 1.10 9.42
Talmud Portfolio Roger Gibson -2.61 Mar 25 1.30 -1.45 2.67
All Weather Portfolio 2x Leveraged Ray Dalio -2.66 Mar 25 4.70 -1.29 2.42
Technology -2.75 Mar 25 -2.70 -0.15 7.02
US Stocks -2.89 Mar 25 -1.89 -1.99 5.90
Stocks/Bonds 40/60 2x Leveraged -3.04 Mar 25 1.73 -1.27 2.69
US Stocks Momentum -3.13 Mar 25 -0.32 1.23 11.30
Cape US Sector Value Robert Shiller -3.28 Mar 25 2.09 -0.93 8.75
US Stocks ESG -3.31 Mar 25 -2.46 -1.81 6.11
US Stocks Quality -3.49 Mar 25 -0.98 -1.71 2.75
Stocks/Bonds 60/40 2x Leveraged -4.13 Mar 25 0.08 -2.24 4.84
Talmud Portfolio 2x Leveraged Roger Gibson -4.90 Mar 25 3.30 -3.61 1.88